Institutional Ownership Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT). We have compiled data on the 1,308 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $37.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
51,280
shares
|
$4.72 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
50,820
shares
|
$4.68 Million
2.28% of portfolio
|
Q3 2024
Added 201.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
50,764
shares
|
$4.67 Million
3.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
50,689
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2024
Added 9.16%
|
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
50,649
shares
|
$4.66 Million
1.41% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 12, 2024 Q2 2024 |
50,305
shares
|
$4.63 Million
1.29% of portfolio
|
Q2 2024
Added 1729.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
50,094
shares
|
$4.61 Million
0.09% of portfolio
|
Q2 2024
Added 640.82%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
49,901
shares
|
$4.59 Million
2.47% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
49,852
shares
|
$4.59 Million
0.51% of portfolio
|
Q2 2024
Added 10.34%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
49,524
shares
|
$4.56 Million
2.17% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
49,504
shares
|
$4.56 Million
1.83% of portfolio
|
Q2 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
49,268
shares
|
$4.53 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
49,223
shares
|
$4.53 Million
2.62% of portfolio
|
Q1 2023
Reduced 12.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,972
shares
|
$4.51 Million
0.32% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
48,697
shares
|
$4.48 Million
0.37% of portfolio
|
Q4 2023
Added 7.6%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
48,628
shares
|
$4.48 Million
2.68% of portfolio
|
Q3 2024
Added 28.45%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
48,147
shares
|
$4.43 Million
1.18% of portfolio
|
Q2 2024
Added 18.59%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
47,669
shares
|
$4.39 Million
1.86% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
47,515
shares
|
$4.37 Million
1.46% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
47,256
shares
|
$4.35 Million
0.22% of portfolio
|
Q2 2024
Added 13.44%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
47,170
shares
|
$4.34 Million
0.61% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Sourcerock Group LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
47,051
shares
|
$4.33 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
46,578
shares
|
$4.29 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
46,079
shares
|
$4.24 Million
0.15% of portfolio
|
Q3 2024
Added 74.34%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
46,000
shares
|
$4.23 Million
7.83% of portfolio
|
Q3 2023
Reduced 45.62%
|